San Leandro Rotary Endowment (EIN 942920720) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Stephen Hollister

Phone

5104142438

Tax Period

2024-07-01 to 2025-06-30

San Leandro Rotary Endowment, founded in 1983, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 47% operating margin.

Mission

Raise funds for charitable purposes.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,750

Program Service Revenue $0

Investment Income $63,621

Other Revenue $0

TOTAL REVENUE $80,371

Expense Breakdown

Grants Paid $41,897

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,897

Other Expenses $342

TOTAL EXPENSES $42,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,371	$32,707	+1.5%
Expenses	$42,239	$28,185	+0.5%
Net Income	$38,132	$4,522	+7.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Stephen Hollister	President	Officer Director	$0	$0	$0
Bruce Barnes	VP/Treasurer	Officer Director	$0	$0	$0
Stephen Hollister	Secretary	Officer Director	$0	$0	$0
Linda Morine	Trustee	Director	$0	$0	$0
Dev Mahadevan	Trustee	Director	$0	$0	$0
Kim Holland	Trustee	Director	$0	$0	$0
Jennifer Reed	Trustee	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$80,371	$42,239	$627,524	$38,132
2024	$32,707	$28,185	$589,392	$4,522
2023	$39,854	$24,311	$584,870	$15,543
2022	$72,287	$419	$569,327	$71,868
2021	$26,482	$481	$497,459	$26,001
2020	$21,793	$59,654	$471,458	$-37,861
2019	$37,092	$270	$509,319	$36,822
2018	$21,133	$16,725	$472,497	$4,408

San Leandro Rotary Endowment